News and resources for Canada's top financial advisors
Estate Planning
Advisors often recommend life insurance based on the fact that it’s easy for heirs to collect policy benefits. But executors, known as estate trustees in Ontario, still need to know how the process works, and potential pitfalls that can happen along the way.
By James Dolan |September 5, 2014
3 min read
Economic Indicators
Canadians aren’t convinced that their life insurance policies will be there for them in times of need, says a BMO Insurance survey.
By Staff |July 16, 2014
1 min read
Industry
Great-West Life, London Life and Canada Life are making changes that'll help streamline new insurance applications and processing.
By Staff |July 15, 2014
2 min read
The Office of the Privacy Commissioner of Canada is urging the life and health insurance industry to call on its members to refrain from asking applicants for access to existing genetic test results for the purposes of underwriting an insurance policy at this time.
July 10, 2014
Advisors often hear first that an heir’s fallen out of favour
By John Lorinc |July 2, 2014
7 min read
Life
Clarification: On June 9, Advisor.ca ran a story on fraternal benefit insurance products distributed by the Knights of Columbus. That story listed several other distributors of those products. We wish to clarify there is no link between any activities of the Knights of Columbus discussed in that story and the other distributors named.
June 27, 2014
Advisor.ca is live-tweeting the 16th annual STEP Conference today via @advisorca. Here are some key takeaways from morning sessions on insurance and trust and estate law.
By Staff |June 16, 2014
Regulatory pressure. Interest rates. Client risk classifications. These three main factors will shape the future of permanent insurance products, said Paul Fryer, vice president of individual business management at Sun Life Financial, at CAILBA’s annual conference in Toronto.
By Dean DiSpalatro |June 9, 2014
Joint policies seem attractive to young couples because of the cost savings. But it doesn’t cost much more to insure each life individually and clients receive double the payout.
By Sarah Brown |June 6, 2014
Tourist season is ramping up, and your clients may have friends and family coming to visit from abroad.
By Staff |May 29, 2014
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